Individuals with investable funds often have a desire to put those \”extra\” dollars to work to meet a specific purpose. For some, there may be a desire to accumulate funds for a future purchase, or a need to generate more income to pay current expenses. For others, it may be to put money aside for …
Everyone with money to invest faces a primary question: what do I invest the funds in? In answering this question, a number of individual factors are typically considered, such as the dollar amount of investable funds, the investment time horizon, the individual\’s income tax bracket, and his or her ability to tolerate risk. It goes …
Providing for health care is a key part of retirement planning. For most Americans age 65 and over, the federal government\’s Medicare program, and its various components, provides most of the resources to take care of a typical retiree\’s health care needs. One health care need that is only minimally covered by Medicare is that …
Private insurance is one of a number of ways that individuals who require long-term care (LTC) are able to pay for the needed help. In a LTC Partnership program, a state government and private health insurers work together to make available to residents of that state LTC insured policies that are \”linked\” to Medicaid. Learn …
Exchange traded funds and mutual funds have similarities and differences. Compare and contrast them below!
Katie J. Weibel has been Inducted into the Prestigious Marquis Who\’s Who Biographical Registry EAST AMHERST, NY, December 15, 2021 /24-7PressRelease/ — Katie J. Weibel has been inducted into the Marquis Who\’s Who. As in all Marquis Who\’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy …
While most Americans insure their lives and physical possessions such as their homes, cards, etc., many overlook the need to protect their most valuable asset – the ability to earn an income. How likely is it that someone will become disabled? Check out this chart showing the impact of disability.
Once an individual or family has reached the stage in life where there is enough income to easily pay the monthly bills, there is often a desire to put the excess monthly cash flow to work. For most people, the key question is, \”How do I put this money to work?\” In a perfect world, …
Individuals with excess dollars to put to work in some form of investment have an often-bewildering range of choices. An investor may decide to tackle the financial markets alone, and buy and sell investments directly, in his or her own name. A second option is to invest indirectly, using an investment medium know as a …
Saving money in pursuit of an accumulation goal is a problem many of us face. Some goals, such as retirement or a college fund for a child, are long-term savings goals. Many of us also have short-term savings goals such as a Christmas or holiday fund. One option for long-term savings, one that is sometimes …
